SMCRX Mutual Fund

SMCRX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-0.65%
3 Months
+0.25%
6 Months
+1.03%
YTD
+1.20%
1 Year
+4.11%
3 Years (annualized)
+5.85%
5 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+2.32%
vs Peers
-1.12%

SMCRX Mutual Fund Performance

SMCRX performance across multiple time periods: 1-month -0.65%, YTD 1.20%, 1-year 4.11%, 3-year 5.85%, 5-year 1.77%.

SMCRX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

SMCRX vs another fund shows side-by-side returns. SMCRX alternatives are available in the Mutual Fund Screener.